What We Do
Our Financial Planning service encompasses all areas of our clients’ finances.
Our Financial Advice Service provides independent guidance to clients that may have a specific requirement or are only looking for advice in certain areas of financial planning.
As Chartered Financial Planners, we have significant amount of experience and expertise in the following areas:
- Wealth management
- Investment tax and trust planning
- Investing for growth and/or income
- Pension planning pre/retirement accumulation
- Post retirement pension planning
- Retirement income options
- Education funding
- Long term care
- IHT & estate planning
- Family protection advice (income, health, life)
- Cash flow modelling
- Investment advice for trustees